Sage Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Sell |
6,620
-5
| -0.1% | -$548 | 0.4% | 33 |
|
|
2025
Q1 | $649K | Hold |
6,625
| – | – | 0.38% | 30 |
|
|
2024
Q4 | $695K | Sell |
6,625
-279
| -4% | -$29.3K | 0.41% | 31 |
|
|
2024
Q3 | $667K | Hold |
6,904
| – | – | 0.19% | 35 |
|
|
2024
Q2 | $667K | Sell |
6,904
-1,190
| -15% | -$115K | 0.19% | 35 |
|
|
2024
Q1 | $754K | Buy |
8,094
+4
| +0% | +$373 | 0.21% | 35 |
|
|
2023
Q4 | $688K | Sell |
8,090
-107
| -1% | -$9.1K | 0.18% | 40 |
|
|
2023
Q3 | $617K | Sell |
8,197
-434
| -5% | -$32.7K | 0.17% | 40 |
|
|
2023
Q2 | $676K | Buy |
8,631
+15
| +0.2% | +$1.18K | 0.2% | 38 |
|
|
2023
Q1 | $618K | Buy |
8,616
+2,106
| +32% | +$151K | 0.18% | 37 |
|
|
2022
Q4 | $429K | Buy |
+6,510
| New | +$429K | 0.13% | 41 |
|